Rockefeller Capital Management

2024 has been a pivotal year for women’s basketball. We were delighted to host clients and friends of Rockefeller Capital Management for a memorable evening with the #WNBA at the Barclay’s Center, convening a dynamic group of women entrepreneurs, investors, and leaders to watch the New York Liberty take on the Seattle Storm.

“Whenever you get to a pivot point in the economy, you’re going to see more volatility,” said Rockefeller Capital Management CEO Gregory J. Fleming on CNBC's Squawk Box this morning. Watch the interview for his perspective on the economic outlook and the Federal Reserve, as well as the issues facing investors ahead of the November election. https://lnkd.in/eRkJtfGK

Early August saw a sharp market sell-off quickly stabilize in part due to the Bank of Japan halting rate hikes and the U.S. Treasury injecting $230 billion of liquidity. However, July labor data showing a surging unemployment rate prompted a dovish Fed Chair Powell to signal the start of a rate cut cycle, leading to a boost in equities, bonds and gold, but ultimately weakening the U.S. dollar. In our latest CIO Monthly Perspective, "Sea of Liquidity", Rockefeller Global Family Office Chief Investment Officer Jimmy Chang discusses recent market dynamics, emphasizing economic and electoral uncertainty and geopolitical tensions, advising investors to prepare for a market shift.

Scale your mountain, run your race. In the latest episode of Genius Loves Company, Angela Mwanza, Private Advisor in Rockefeller Capital Management, tells her story - from growing up in Zambia to boarding school in Zimbabwe, beginning a career in wealth management, and how being a world citizen has shaped her perspective and approach to advising clients at the intersection of finance, family and philanthropy. https://lnkd.in/gwH7mJtg

Listen to our CEO Gregory J. Fleming on the latest episode of the Private Capital Podcast with Joseph Reilly as he discusses Rockefeller Capital Management’s evolution since 2018, and the many lessons learned throughout his career – from navigating through the 2008 credit crisis to building a leading financial advisory brand founded on the legacy of one of America’s most storied families. “We’re trying to provide answers and solutions to all of our clients’ challenges,” Fleming said. Check out the full episode to learn more: https://lnkd.in/euh6zAMm

As investors grapple with a number of macro factors, we believe the overarching macro narrative has shifted from a fixation on inflation to the path for economic growth. While the probability of an imminent recession is low in our view, risks remain.? Read the latest report from The Office of the CIO at Rockefeller Global Family Office for our outlook on the possibility of continued economic strife, and potential investment considerations for investors as they navigate the current macro environment.?

Following a month marked with softer-than-expected inflation readings and a Big Tech sell-off, investors are still holding on to hopes for a potential ‘Goldilocks’ soft-landing, but many are becoming concerned that the Fed may already be behind the curve. Meanwhile, speculation regarding the future of the petrodollar arrangement and increasing efforts to de-dollarize have driven increased demand for gold in what investors believe to be a risk-mitigating asset. ? In this month’s CIO Monthly Perspective, “The Petrodollar Turned 50,” Rockefeller Global Family Office Chief Investment Officer Jimmy Chang explores the historic and ongoing significance of the petrodollar, and how the Fed’s interest rate cutting cycle and the U.S.’ general election outcome could impact markets moving forward.

#FinancialEducation remains a priority for families looking to transfer wealth and values from generation to generation. In an interview with Crain Currency, Rockefeller’s Head of Financial Education Mallory Findley, MBA shares how our holistic financial education curriculum, inspired by the legacy of the Rockefeller family, aims to support the #NextGen of changemakers as they come into their own as family leaders. Read the full article here: https://lnkd.in/ePpmcfj5

"Follow your compass, not your clock". In the latest episode of Genius Loves Company, Andrea Jung, CEO of Grameen America, Rockefeller Capital Management Board Member, and a trailblazer for women in business, shares her journey to becoming one of the first female CEOs of a Fortune500 company and reflects on the importance of loving what you do.? https://lnkd.in/defAxSYt

Junior talent brings immeasurable value to an organization – fresh ideas, perspectives, and new, innovative ways of doing things. Our 10-week Summer Analyst Program fully immerses students in the culture and day-to-day work of Rockefeller Capital Management. In addition to hands-on training and professional development education, Summer Analysts have the opportunity to meet with senior leaders, learn the business, and build a strong network. Watch the video to learn what our prior Summer Analysts had to say and apply to be a Summer Analyst here: https://lnkd.in/epiK8j4i